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SUMMARY
Jeremy Lefebvre presents four growth stocks he is buying in May 2026, emphasizing their strong fundamentals and long-term potential. The discussion covers SoFi Technologies, ServiceNow, E.L.F. Beauty, and Celsius Holdings, with detailed analysis of each company's business model, growth prospects, and valuation.
MAIN POINTS
- SoFi Technologies is highlighted for its rapid growth in members and strong financial performance, with a focus on its all-in-one fintech platform.
- ServiceNow is discussed as a software company facing short-term challenges due to AI integration and acquisitions, but is seen as a long-term winner with a resilient subscription model.
- E.L.F. Beauty is praised for its affordable, high-quality cosmetics and recent acquisitions, especially the Road brand, which is expected to drive significant short-term and long-term growth.
- Projections for E.L.F. Beauty indicate strong revenue and net income growth, with the company positioned as a top performer even under conservative scenarios.
- Celsius Holdings is identified as an early-stage energy drink company with major growth opportunities, especially internationally and through its partnerships and acquisitions.
- Historical performance of beverage companies like Monster and Coca-Cola is used to illustrate the potential for life-changing returns when investing in drink companies early, with Celsius seen as still early in its growth trajectory.
- Celsius Holdings is projected to deliver strong returns under various growth scenarios, with robust revenue, margin, and cash flow trends supporting a bullish long-term outlook.
DETAILED ANALYSIS
The analysis begins with a review of recent portfolio performance, noting a significant increase in value and encouraging viewers to consider the long-term impact of disciplined investing. The focus then shifts to four specific growth stocks, each selected for their current attractive valuations and strong growth trajectories.
SoFi Technologies is presented as a leading fintech and banking platform that has demonstrated exceptional growth in both revenue and customer base. The company’s recent earnings report showed substantial increases in total interest income, net interest income, and non-interest income, with net income more than doubling year-over-year. SoFi’s member count has surged from 5.2 million in 2022 to nearly 15 million in early 2026, positioning it as a potential future banking giant.
The platform’s asset-light, technology-driven model is contrasted with traditional banks, suggesting higher potential profitability. Buy zones are identified, with shares under $15 considered particularly attractive, and the company’s leadership is credited for prudent risk management and customer retention strategies.
ServiceNow is analyzed as a software-as-a-service (SaaS) provider catering to large enterprises. Despite a 52% drop in share price over the past year, attributed to market concerns over AI disruption and the integration of recent acquisitions, the company’s underlying business remains strong. ServiceNow’s subscription-based model ensures recurring revenue and high customer retention, as its software becomes deeply embedded in clients’ operations.
The company is led by Bill McDermott and is expected to overcome current cost pressures and resume strong profit growth. Projections suggest a base case compound annual growth rate (CAGR) of around 30% through 2030, with even the bear case outperforming the broader market. The analysis emphasizes the resilience and scalability of ServiceNow’s business model, despite competitive pressures and evolving technology landscapes.
E.L.F. Beauty is recognized for its dominant position in affordable, high-quality cosmetics, with widespread distribution in major retailers. The company’s acquisition of the Road brand, founded by Hailey Bieber, is highlighted as a major short-term growth driver, while the Notorium brand adds strength in the skincare segment.
E.L.F. Beauty’s business model is likened to SaaS due to its recurring, consumption-based revenue streams. Financial projections are highly optimistic, with the bull case envisioning over 20% annual revenue growth and 30% net income growth, potentially driving the stock price to several times its current value.
Even under conservative assumptions, the company is expected to deliver market-beating returns, and shares under $100 are described as a compelling buy.
Celsius Holdings is identified as a rapidly growing energy drink company, now expanding its portfolio with the Alani brand and the recent acquisition of Rockstar from Pepsi. The company benefits from a major distribution deal with Pepsi, enhancing its reach in the U.S. and setting the stage for significant international expansion. Historical parallels are drawn to the early days of Coca-Cola, Pepsi, and Monster, emphasizing the transformative wealth generated by early investment in beverage companies.
With a current market cap under $10 billion, Celsius is considered to be in the early stages of its growth cycle. Analyst price targets from major institutions like JP Morgan and Croup suggest substantial upside in the near term, while long-term projections based on various growth scenarios indicate strong potential for both revenue and profit expansion. The company’s improving margins and cash flow further support a bullish outlook.
The discussion concludes by reiterating the importance of long-term vision and consistent effort in achieving substantial financial growth. Each of the four stocks is positioned as a high-conviction, long-term holding, with detailed rationale provided for their selection and ongoing accumulation.
LINKS
- Application page for Jeremy Lefebvre's Private Stock & Wealth Group.
- Patreon page for supporting the channel and accessing weekly stock buys.
- Free workshops on investing topics.
- Jeremy Lefebvre's Instagram profile.
- Jeremy Lefebvre's X (Twitter) account.
- Jeremy Lefebvre's Facebook profile.
- Jeremy Lefebvre's personal website.
- 1000XStocks Instagram page.
- 1000XStocks X (Twitter) account.